Von Horst v. Thompson

18 F.2d 177, 57 App. D.C. 135, 52 A.L.R. 176, 1927 U.S. App. LEXIS 1909
CourtCourt of Appeals for the D.C. Circuit
DecidedMarch 7, 1927
DocketNo. 4393
StatusPublished

This text of 18 F.2d 177 (Von Horst v. Thompson) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Von Horst v. Thompson, 18 F.2d 177, 57 App. D.C. 135, 52 A.L.R. 176, 1927 U.S. App. LEXIS 1909 (D.C. Cir. 1927).

Opinion

BARBER, Acting Associate Justice.

Carita Partello Von Horst and Adeline S. Abell, the daughters, sole heirs at law, and next of kin of Dwight J. Partello, Sr., formerly of Washington, D. C., who died here testate August 13, 1920, were the original appellants here. Pending the appeal said Abell has- deceased, and Arthur M. Abell, the temporary administrator of her estate, has been substituted as party herein. Said two daughters and Florence Shipley Partello were defendants below.

Appellees Thompson and White, plaintiffs below, are the executors under the will, with codicil attached, hereinafter referred to, of said Partello, Sr., which was duly probated and allowed in the District of Columbia in October, 1920. Their only interest in the litigation is as stakeholders, claiming title as trustees, by virtue of said will and codicil, to the real estate and personal property in the' District involved in this suit. They file no brief, other than one stating their relation to the property in issue, and that the contentions made by appellants here are the same in substance as these executors made in the court below.

Appellee Florence Shipley Partello is the widow and sole devisee under the will of the only son and namesake of Dwight J. Partello, Sr. The son resided and died testate in Chicago, HI., January 11, 1920. His will has been duly probated ánd allowed there. At the time of his son’s death, a will of Partello, Sr., executed January 31,1918, among other things, contained a paragraph stating that he had theretofore executed and delivered to Dwight J. Partello, Jr., a deed in fee simple of a 480-acre farm owned by him in Palo Alto county, Iowa, and that, in event of any question as to the validity of said deed, he confirmed the transfer made thereby and devised the farm to his said son in fee simple. In another paragraph of the will the testator devised to his said son “my house No. 5 Iowa Circle, lot 38, square 241, in fee simple, together with such personal effects of mine as may be found therein,” with certain exceptions. This property is in the District of Columbia.

Partello, Sr., went to Chicago and attended the funeral of his son. Both before and immediately after the funeral he expressed a •desire to obtain possession of the unrecorded deed of the farm in Iowa, as a result of which search therefor was instituted and the deed found. He then requested his son’s widow to deliver the deed to him, representing to her, among other things, that she would find difficulty in establishing her title to the land described therein, and that he desired possession of that farm until his death. Mrs. Partello was unwilling to surrender the deed, and thereupon together they went to an attorney’s office, and there entered into an oral agreement which resulted in the execution by him [178]*178on the same day,. January 15, 1920, of a codicil to his will, the relevant part of which is as follows:

“On account of the death of my dear son, Dwight J. Partello, Jr., on January 11, 1920, I hereby give, devise and bequeath to the beloved wife of my said son, Florence Shipley Partello, the house and lot owned by me in Washington, D. C., known and described as No. 5 Iowa Circle, the legal description of said land being lot thirty-eight (38), square two hundred forty-one (241),.in said city of Washington, and the contents of said house ' heretofore devised in said will to my said son, Dwight J. Partello, Jr.; also my household furniture and personal effects at present in the city of Berlin, Germany, Europe, also-heretofore devised in said will to my said son.

“I also give, devise and bequeath to my said daughter-in-law, Florence Shipley Partello, the farm now owned by me in Palo Alto county, Iowa, consisting of four, hundred eighty (480) acres provided I have not sold or disposed of said farm prior to my death. In ease of the sale of said property prior to my death it is my intention that the proceeds from the sale of said farm shall be given to my said daughter-in-law in my lifetime. In the event of the sale by me of said farm and my inability or failure to give her the proceeds thereof, during my lifetime, it Is my will and I hereby give, devise and bequeath to my said daughter-in-law, Florence Shipley Partello, the proceeds from the sale, of said farm.”

Thereupon Mrs. Partello delivered to him the deed and he returned to Washington. Her claim in this suit is that the oral agreement between them was that Partello, Sr., should devise and bequeath to her all the property described in the foregoing codicil, and that the same was executed by him, and the deed delivered to him by her, pursuant to such agreement. This codicil, however, was not attached to his will.

On the 22d day of January, 1920, at Washington, Partello, Sr., executed and attached to his will a codicil, which made no reference to the previous one, but, in effect, devised to Mrs. Partello only one-third of the price at which the Iowa farm might be sold by his executors, and did not devise to her any interest in the Iowa Circle property in Washington.

Thereupon, early in 1921, Mrs. Partello brought a suit -in equity in the Iowa court, within whose jurisdiction the Iowa farm was, ■against said executors of Partello, Sr., his daughters and their • husbands, setting up, among other things, that she had delivered'toPartello, Sr., the said deed, relying upon his oral agreement with her to execute a codicil to his will bequeathing the Iowa farm to her, and that he did thereupon execute such codicil. The petition prayed the specific performance of such agreement, that the title to said farm be quieted in the petitioner, and that the defendants be enjoined from asserting any title adverse to her therein.

All the named defendants appeared in the Iowa court, submitted to its jurisdiction, and answered, denying the material allegations of the petition. Further proceedings were had in due course, as a result of which the court found the material facts as alleged in the petition; that the petitioner was the absolute owner in fee of the Iowa farm; and decreed that “title in and to said premises is hereby quieted in the plaintiff against any and all claims, right, title, or interest of the defendants and each of them,” and enjoined them,* each of them, and all persons claiming under them, and each of them, from asserting any title or interest therein adverse to the plaintiff.

The pleadings in the Iowa ease are set forth in the record here. No reference therein is made to any agreement between Mrs. Partello and Partello, Sr., concerning the Iowa Circle property here. In other words, the Iowa litigation was confined wholly to the property there and the agreement relating thereto. The decree of the lower court was affirmed in the Supreme Court of Iowa in Partello v. White, 197 Iowa, 24, 196 N. W. 719, decided in January, 1924.

Partello’s said daughters, in September, 1921, filed a caveat in the Supreme Court of the District, attacking the last will and testament, including said codicil, of January 22, 1920, upon various grounds, as a result of which, in September,-1922, an agreement in writing was entered into between themselves, the said executors, and other parties in interest, but not Mrs. Partello, who was not in any way a party thereto, under which the executors were directed and agreed to bring a suit in equity in the Supreme Court of the District' of Columbia, for the construction of various provisions of said will and codicil of January 22, 1920. In the agreement cognizance was.

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Cite This Page — Counsel Stack

Bluebook (online)
18 F.2d 177, 57 App. D.C. 135, 52 A.L.R. 176, 1927 U.S. App. LEXIS 1909, Counsel Stack Legal Research, https://law.counselstack.com/opinion/von-horst-v-thompson-cadc-1927.